Green Belt: I) Deployment for Acumatica Cloud

DataSelf Support

• Tech support: support@dataself.com, +1 888-910-9802 x2.

• Sales: sales@dataself.com, +1 888-910-9802 x1.

Deployment for Acumatica Cloud

1. Fill out the DataSelf Deployment Form for Acumatica Cloud.

2. To maintain the DataSelf ETL+ extraction process: ETL+ for Acumatica Cloud (OData).

DataSelf Analytics Web Portal (Tableau OEM)

Shortly, you’ll receive a DataSelf email with your DataSelf Analytics Web Portal credentials.

• Visit the following portal and enter the credentials from the “Accessing DataSelf Analytics” email:

  • For production and free trials: https://dataselfbi.com

  • NFR for VARs: https://bi1.dataself.com

• If prompted, select the site associated to your portal: usually the client’s name or its ETL+ entity.

• Click Explore (left panel) → client entity on the center panel -> DataSelf Analytics vYYMM -> Home.

  • Explore the different reports by clicking the buttons on the home page, or via the tabs.

  • Popular tabs: Sales Performance, YoY, Slicer, AR High-Risk Debt Customers, GL Financials.

Mission accomplished!

You’ll learn how to customize reports and dashboards in the Green Belt Part II.